JPM
JP Morgan Chase & Co. · Financial Services · Banks - Diversified
$333.83
-0.43% today · +0.73% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Moving with the market
- JPM −0.43% on the last session vs SPY −0.25%: −0.2 pts of stock-specific move.
- Reported 3Q2026 Oct 13 before the open: EPS $5.75 vs $5.94 expected (miss, −$0.19, −3.2%); revenue $50.2B (-2.0% miss). The stock moved -0.9% on Tue's session (-0.8 pts vs SPY).
- Guidance: JPMorgan Chase reported Q3 2026 results but provided no forward guidance for upcoming periods. (release)
- Filing: 8-K: Reg FD disclosure (item 7.01) (filing)
- Aftermath, mention spike (trendy) (Oct 14): After its 30 mention spikes in the past 5 years, JPM was higher a month later 21 times out of 30; half the outcomes fell between -0.8% and +8.0%. History, not a forecast.
- 6 Reddit mentions in the past 24 hours, 58% positive over the week.
- 6 analyst actions in the past 10 days (4 positive, 1 negative); latest: Barclays maintained Overweight, raised target $420 → $425.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.
Insiders · 1 month
none
no open-market trades
Insiders · 3 months
$0
unplanned net · 0 buys · 2 sells · 1 insider
sales: 0 unplanned, 2 under a 10b5-1 plan (0% unplanned)
Congress · 3 months
≈−$56.5K
0 buys · 4 sells · 3 members
Congress · 1 year
≈−$30.5K
7 buys · 10 sells · 12 members
Fund moves · 3 months
none
no buys or sells by the 3 funds holding it
Held by funds · now
≈$995.5M
3 investors · largest: Viking Global
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 10, 2026 | Robin Leopold | Head of Human Resources | Sell | 10b5-1 plan | 2,500 | $352.81 | $882K | Sep 10 |
| Aug 11, 2026 | Robin Leopold | Head of Human Resources | Sell | 10b5-1 plan | 2,500 | $361.41 | $903.5K | Aug 11 |
| Jun 22, 2026 | Stacey Friedman | General Counsel | Sell | 10b5-1 plan | 5,467 | $330.73 | $1.8M | Jun 22 |
| May 20, 2026 | Stacey Friedman | General Counsel | Sell | 10b5-1 plan | 5,468 | $300.27 | $1.6M | May 20 |
| May 15, 2026 | Lori A Beer | Chief Information Office | Sell | 10b5-1 plan | 3,165 | $300.05 | $949.7K | May 15 |
| May 15, 2026 | Douglas B Petno | CEO | Sell | 10b5-1 plan | 5,659 | $300.05 | $1.7M | May 15 |
| May 15, 2026 | Marianne Lake | CEO | Sell | 10b5-1 plan | 6,427 | $298.36 | $1.9M | May 15 |
| May 15, 2026 | Mary E. Erdoes | CEO | Sell | 10b5-1 plan | 6,648 | $298.36 | $2M | May 15 |
| May 5, 2026 | Jennifer Piepszak | COO | Sell | 10b5-1 plan | 4,919 | $309.42 | $1.5M | May 5 |
| May 5, 2026 | Ashley Bacon | Chief Risk Officer | Sell | 10b5-1 plan | 4,070 | $309.42 | $1.3M | May 5 |
| May 5, 2026 | Jeremy Barnum | CFO | Sell | 10b5-1 plan | 3,022 | $309.41 | $935K | May 5 |
| Apr 15, 2026 | James Dimon | CEO | Sell | 10b5-1 plan | 130,488 | $306.56 | $40M | Apr 15 |
| Apr 15, 2026 | Ashley Bacon | Chief Risk Officer | Sell | 10b5-1 plan | 7,558 | $306.55 | $2.3M | Apr 15 |
| Apr 15, 2026 | Jeremy Barnum | CFO | Sell | 10b5-1 plan | 5,611 | $306.55 | $1.7M | Apr 15 |
| Apr 15, 2026 | Lori A Beer | Chief Information Office | Sell | 10b5-1 plan | 3,166 | $306.59 | $970.7K | Apr 15 |
| Apr 15, 2026 | Mary E. Erdoes | CEO | Sell | 10b5-1 plan | 12,345 | $306.57 | $3.8M | Apr 15 |
| Apr 15, 2026 | Marianne Lake | CEO | Sell | 10b5-1 plan | 6,427 | $306.57 | $2M | Apr 15 |
| Apr 15, 2026 | Douglas B Petno | CEO | Sell | 10b5-1 plan | 5,660 | $306.58 | $1.7M | Apr 15 |
| Apr 15, 2026 | Jennifer Piepszak | COO | Sell | 10b5-1 plan | 9,136 | $306.56 | $2.8M | Apr 15 |
| Mar 25, 2026 | Ashley Bacon | Chief Risk Officer | Tax | tax withholding | 23,957.4479 | $295.04 | $7.1M | Mar 27 |
| Mar 25, 2026 | Jeremy Barnum | CFO | Tax | tax withholding | 21,362.1557 | $295.04 | $6.3M | Mar 27 |
| Mar 25, 2026 | Lori A Beer | Chief Information Office | Tax | tax withholding | 15,665.8685 | $295.04 | $4.6M | Mar 27 |
| Mar 25, 2026 | Marianne Lake | CEO | Tax | tax withholding | 31,805.7352 | $295.04 | $9.4M | Mar 27 |
| Mar 25, 2026 | James Dimon | CEO | Tax | tax withholding | 177,222.2133 | $295.04 | $52.3M | Mar 27 |
| Mar 25, 2026 | Robin Leopold | Head of Human Resources | Tax | tax withholding | 13,767.7727 | $295.04 | $4.1M | Mar 27 |
| Mar 25, 2026 | Mary E. Erdoes | CEO | Tax | tax withholding | 46,996.5007 | $295.04 | $13.9M | Mar 27 |
| Mar 25, 2026 | Douglas B Petno | CEO | Tax | tax withholding | 28,008.5438 | $295.04 | $8.3M | Mar 27 |
| Mar 25, 2026 | Stacey Friedman | General Counsel | Tax | tax withholding | 27,058.4426 | $295.04 | $8M | Mar 27 |
| Mar 25, 2026 | Jennifer Piepszak | COO | Tax | tax withholding | 29,404.7352 | $295.04 | $8.7M | Mar 27 |
| Mar 25, 2026 | Troy L Rohrbaugh | CEO | Tax | tax withholding | 40,349.1126 | $295.04 | $11.9M | Mar 27 |
| Mar 23, 2026 | Robin Leopold | Head of Human Resources | Sell | 10b5-1 plan | 433 | $295.06 | $127.8K | Mar 23 |
| Feb 23, 2026 | Jpmorgan Chase & Co | 10% owner | Sell | unplanned | 1,464 | — | Mar 2 | |
| Feb 19, 2026 | James Dimon | CEO | Sell | 10b5-1 plan | 69,512 | $307.19 | $21.4M | Feb 19 |
| Feb 19, 2026 | Troy L Rohrbaugh | CEO | Sell | 10b5-1 plan | 50,000 | $307.11 | $15.4M | Feb 19 |
| Feb 19, 2026 | Robin Leopold | Head of Human Resources | Sell | 10b5-1 plan | 432 | $307.14 | $132.7K | Feb 19 |
| Feb 19, 2026 | Jpmorgan Chase & Co | 10% owner | Sell | unplanned | 1,536 | — | Feb 26 | |
| Feb 19, 2026 | Jpmorgan Chase & Co | 10% owner | Sell | unplanned | 777 | — | Feb 26 | |
| Feb 17, 2026 | Stacey Friedman | General Counsel | Sell | 10b5-1 plan | 3,404 | $306.40 | $1M | Feb 17 |
| Feb 17, 2026 | Marianne Lake | CEO | Sell | 10b5-1 plan | 3,907 | $306.41 | $1.2M | Feb 17 |
| Feb 17, 2026 | Jeremy Barnum | CFO | Sell | 10b5-1 plan | 2,892 | $306.42 | $886.2K | Feb 17 |
| Feb 17, 2026 | Lori A Beer | Chief Information Office | Sell | 10b5-1 plan | 2,047 | $306.40 | $627.2K | Feb 17 |
| Feb 17, 2026 | Mary E. Erdoes | CEO | Sell | 10b5-1 plan | 5,731 | $306.41 | $1.8M | Feb 17 |
| Feb 17, 2026 | Douglas B Petno | CEO | Sell | 10b5-1 plan | 3,487 | $306.40 | $1.1M | Feb 17 |
| Jan 16, 2026 | Ashley Bacon | Chief Risk Officer | Sell | 10b5-1 plan | 7,364 | $312.79 | $2.3M | Jan 16 |
| Jan 16, 2026 | Jeremy Barnum | CFO | Sell | 10b5-1 plan | 2,893 | $312.79 | $904.9K | Jan 16 |
| Jan 16, 2026 | Lori A Beer | Chief Information Office | Sell | 10b5-1 plan | 2,047 | $312.80 | $640.3K | Jan 16 |
| Jan 16, 2026 | Mary E. Erdoes | CEO | Sell | 10b5-1 plan | 5,732 | $312.78 | $1.8M | Jan 16 |
| Jan 16, 2026 | Stacey Friedman | General Counsel | Sell | 10b5-1 plan | 3,404 | $312.80 | $1.1M | Jan 16 |
| Jan 16, 2026 | Marianne Lake | CEO | Sell | 10b5-1 plan | 3,908 | $312.78 | $1.2M | Jan 16 |
| Jan 16, 2026 | Douglas B Petno | CEO | Sell | 10b5-1 plan | 3,487 | $312.80 | $1.1M | Jan 16 |
| Jan 16, 2026 | Jennifer Piepszak | COO | Sell | 10b5-1 plan | 8,571 | $312.79 | $2.7M | Jan 16 |
| Jan 13, 2026 | Ashley Bacon | Chief Risk Officer | Tax | tax withholding | 14,178 | $318.71 | $4.5M | Jan 15 |
| Jan 13, 2026 | Jeremy Barnum | CFO | Tax | tax withholding | 13,310 | $318.71 | $4.2M | Jan 15 |
| Jan 13, 2026 | Lori A Beer | Chief Information Office | Tax | tax withholding | 8,975 | $318.71 | $2.9M | Jan 15 |
| Jan 13, 2026 | Mary E. Erdoes | CEO | Tax | tax withholding | 27,212 | $318.71 | $8.7M | Jan 15 |
| Jan 13, 2026 | Stacey Friedman | General Counsel | Tax | tax withholding | 15,826 | $318.71 | $5M | Jan 15 |
| Jan 13, 2026 | Marianne Lake | CEO | Tax | tax withholding | 18,287 | $318.71 | $5.8M | Jan 15 |
| Jan 13, 2026 | Robin Leopold | Head of Human Resources | Tax | tax withholding | 7,700 | $318.71 | $2.5M | Jan 15 |
| Jan 13, 2026 | Douglas B Petno | CEO | Tax | tax withholding | 16,027 | $318.71 | $5.1M | Jan 15 |
| Jan 13, 2026 | Jennifer Piepszak | COO | Tax | tax withholding | 16,775 | $318.71 | $5.3M | Jan 15 |
| Jan 13, 2026 | Troy L Rohrbaugh | CEO | Tax | tax withholding | 23,135 | $318.71 | $7.4M | Jan 15 |
| Jan 13, 2026 | Elena A Korablina | Corporate Controller | Tax | tax withholding | 7,782 | $318.71 | $2.5M | Jan 15 |
| Nov 7, 2025 | Robin Leopold | Head of Human Resources | Sell | 10b5-1 plan | 966 | $311.92 | $301.3K | Nov 7 |
| Oct 25, 2025 | Elena A Korablina | Corporate Controller | Tax | tax withholding | 963 | $299.02 | $288K | Oct 27 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 4, 2026 | Sheldon Whitehouse | Senate | Sell | $15K–$50K | Oct 1 |
| Aug 20, 2026 | Scott Scott Franklin | House | Sell | $1K–$15K | Sep 17 |
| Aug 20, 2026 | Scott Scott Franklin | House | Sell | $1K–$15K | Sep 17 |
| Jul 23, 2026 | John Boozman | Senate | Sell | $1K–$15K | Aug 17 |
| Apr 13, 2026 | Sheldon Whitehouse | Senate | Sell | $15K–$50K | May 4 |
| Apr 8, 2026 | Elizabeth Fletcher | House | Sell | $1K–$15K | May 1 |
| Mar 27, 2026 | Alan Armstrong | Senate | Sell | $15K–$50K | Jul 21 |
| Jan 29, 2026 | David J. Taylor | House | Buy | $1K–$15K | Feb 2 |
| Jan 28, 2026 | Katie Britt | Senate | Sell | $1K–$15K | Jan 29 |
| Jan 20, 2026 | Jonathan Jackson | House | Buy | $1K–$15K | Feb 23 |
| Dec 29, 2025 | Markwayne Mullin | Senate | Buy | $50K–$100K | Jan 16 |
| Dec 22, 2025 | Roger Williams | House | Buy | $1K–$15K | Jan 15 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Viking Global (Andreas Halvorsen) | 2,899,386 | $949.1M | 2.7% | +7% | Q2 2026 |
| Soros Fund Management (George Soros) | 118,358 | $38.7M | 0.64% | — | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 23,548 | $7.7M | 0.03% | new | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | Viking Global (Andreas Halvorsen) | Added | 13F, Q1 2026 | 798,036 | $234.8M | 2.2% | May 15 |
| May 15, 2026 | Soros Fund Management (George Soros) | Added | 13F, Q1 2026 | 116,193 | $34.2M | 0.6% | May 15 |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | Trimmed | 13F, Q4 2025 | 3,153,078 | $1B | 1.6% | Feb 17 |
| Nov 14, 2025 | Viking Global (Andreas Halvorsen) | Added | 13F, Q3 2025 | 1,017,026 | $320.8M | 4.1% | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves